Creating a Job Template

Use this procedure to save the current job definition as a template to reuse for future jobs. Job templates help you avoid the time-consuming process of reconfiguring individual job settings.

  1. On the Kofax Express menu, point to Save, and then click Save Job As Template.

    The Save Job As Template window appears.

  2. On the Save Job As Template window, in the Template name box, accept the default template name or type a new name.

    By default, the prefix "Template of" is applied to the original job name.

  3. Click Save.

    The newly created template is saved to the "Job Templates" directory in your Kofax Express installation folder.

    The next time you open the New Job window, the new template appears on the Based on template list.